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Integrations

Optiphone Integrations: What Connects and How

Optiphone's AI receptionist connects directly to the tools tradies already use: ServiceM8, Xero, Google Calendar and Outlook. Here is what each integration does and how you stay in control.

Last updated: July 2026

Step-by-step guide

  1. 1

    ServiceM8

    Optiphone connects directly to ServiceM8. It captures callers as contacts, can create jobs automatically, and gives you full control over whether the AI books into your schedule or just takes the details for your team to confirm. Contacts sync both ways.

  2. 2

    Xero

    Optiphone connects directly to Xero. It keeps your contacts in sync both ways and reads your paid invoices to show who your highest value customers are. It is read-only on your accounts and never changes an invoice.

  3. 3

    Google Calendar

    Optiphone connects to Google Calendar so the AI books around your real availability. You choose which calendars sync and whether the AI books confirmed appointments or simply takes the caller's details.

  4. 4

    Outlook and Microsoft 365

    Optiphone connects to Outlook and Microsoft 365 the same way as Google Calendar. It respects your busy times, books into the calendars you choose, and only books when you switch it on.

  5. 5

    You are always in control

    Every integration uses secure sign-in, so no passwords are shared and you can disconnect at any time. The AI only ever does what you switch on. Direct scheduling is available on the Tradesman plan and above.

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